Regal Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $875K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $525K | Buy |
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|
2017
Q2 | $457K | Buy |
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|
2017
Q1 | $445K | Buy |
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|
2016
Q4 | $344K | Buy |
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|
2016
Q3 | $350K | Hold |
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|
2016
Q2 | $342K | Sell |
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|
2016
Q1 | $338K | Buy |
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|
2015
Q4 | $241K | Buy |
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|
2015
Q3 | $201K | Buy |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Hold |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $25K | Sell |
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|
2013
Q2 | $69K | Buy |
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